Principal Financial Group
GWR

Principal Financial Group’s Genesee & Wyoming Inc. GWR Stock Holding History

Principal Financial Group’s Portfolio GWR Stock Details GWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-247,300
Closed -$27.3M – 2319
2019
Q3 		$27.3M Sell
247,300
-3,573
-1% -$393K 0.02% 580
2019
Q2 		$25.1M Buy
250,873
+533
+0.2% +$48.6K 0.02% 633
2019
Q1 		$21.8M Sell
250,340
-7,244
-3% -$588K 0.02% 707
2018
Q4 		$19.1M Sell
257,584
-9,676
-4% -$776K 0.02% 732
2018
Q3 		$24.3M Sell
267,260
-75
-0% -$6.51K 0.02% 728
2018
Q2 		$21.7M Sell
267,335
-3,063
-1% -$232K 0.02% 773
2018
Q1 		$19.1M Buy
270,398
+8,427
+3% +$635K 0.02% 813
2017
Q4 		$20.6M Buy
261,971
+396
+0.2% +$29.6K 0.02% 800
2017
Q3 		$19.4M Buy
261,575
+10,084
+4% +$690K 0.02% 794
2017
Q2 		$17.2M Buy
251,491
+3,713
+1% +$245K 0.02% 865
2017
Q1 		$16.8M Buy
247,778
+4,905
+2% +$355K 0.02% 840
2016
Q4 		$16.9M Buy
242,873
+18,813
+8% +$1.34M 0.02% 816
2016
Q3 		$15.4M Buy
224,060
+11,369
+5% +$745K 0.02% 826
2016
Q2 		$12.5M Buy
212,691
+22,322
+12% +$1.37M 0.02% 900
2016
Q1 		$11.9M Buy
190,369
+8,804
+5% +$483K 0.02% 878
2015
Q4 		$9.75M Buy
181,565
+16,133
+10% +$1.02M 0.01% 972
2015
Q3 		$9.77M Buy
165,432
+4,958
+3% +$342K 0.02% 942
2015
Q2 		$12.2M Buy
160,474
+5,952
+4% +$524K 0.02% 864
2015
Q1 		$14.9M Buy
154,522
+8,912
+6% +$833K 0.02% 695
2014
Q4 		$13.1M Buy
145,610
+12,011
+9% +$1.11M 0.02% 769
2014
Q3 		$12.7M Buy
133,599
+11,589
+9% +$1.15M 0.02% 747
2014
Q2 		$12.8M Buy
122,010
+1,207
+1% +$119K 0.02% 767
2014
Q1 		$11.8M Buy
120,803
+1,781
+1% +$169K 0.02% 807
2013
Q4 		$11.4M Buy
119,022
+24,176
+25% +$2.33M 0.02% 789
2013
Q3 		$8.82M Sell
94,846
-11,237
-11% -$1.01M 0.02% 889
2013
Q2 		$9M Buy
+106,083
New +$9.27M 0.02% 819

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Financial Group's GWR Position: Q4 2019 in Review

Principal Financial Group sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 247,300 shares — an estimated $27.3M sold.

Principal Financial Group first reported a position in GWR in Q2 2013 and held it in 26 quarters. The position peaked at $27.3M in Q3 2019. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

  • Principal Financial Group reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
  • Principal Financial Group sold 247,300 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $27.3M.
  • Principal Financial Group first reported a position in Genesee & Wyoming Inc. in Q2 2013 and held it in 26 quarters.
  • Principal Financial Group's Genesee & Wyoming Inc. position peaked at $27.3M in Q3 2019.
  • 8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Principal Financial Group's 13F filing for Q4 2019, filed 5 Feb 2020.